Camriel Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,352,864
Clients
15
60% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
LowAverage account size
$290,191
About
Camriel Advisors provides integrated financial planning and discretionary investment management to high-net-worth individuals, pension and profit-sharing plan sponsors, charities, and privately held businesses. Services span project-based Financial Blueprint plans, ongoing Wealth Management, retirement-plan consulting for employers, and estate-planning coordination.
The firm combines comprehensive planning with portfolio management, using model-driven Automatic Investment Plans, a mix of passive and active strategies, tax-loss harvesting in taxable accounts, and the option to incorporate ESG screens or legacy individual-stock positions. It also uses Outside Managers and third-party platforms to implement portfolios and may recommend specialized vehicles such as 529 college-savings programs and private placements (including exchange funds) when appropriate.
Notably for a small independent adviser, Camriel Advisors actively serves institutional clients and provides pension consulting and ERISA-focused retirement-plan work, services that are uncommon among peers of its size. The firm also links its project planning engagements to ongoing wealth management through an implementation pathway, and it discloses specific risks for exchange funds and 529 plans that reflect its use of less-liquid and tax-sensitive investment options.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Tax strategies for small businesses
College savings (529s, UTMA, etc.)
Occupation focus
Self-Employed
Founder/Business Owner
Demographic focus
Mid-Career Professionals
Approaching retirement
Fee options
Financial Blueprint fixed fee $2,000 to $10,000; Estate Planning fixed fee $1,000 to $10,000
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.70% $5,000,001+: 0.60%
$250 per hour for financial planning
Ongoing Financial Planning annual fees range from $3,000 to $10,000, billed quarterly ($750 to $2,500 per quarter)
Minimum fee: Minimum annual fee of $3,000 for Wealth Management relationships Fee-only: Financial Blueprint fixed fees $2,000 to $10,000; Hourly financial planning $250/hour; Estate planning fixed fees $1,000 to $10,000; Retirement Plan Consulting tiered fees 0.70% to 0.50% of assets under management
Main office location
Camriel Advisors
Weed CA, United States
Number of offices
1
Most active in
Camriel Advisors has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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